Noble Family Wealth, LLC Portfolio Holdings

Noble Family Wealth, LLC

  • $363 Billion
  • Q1 2025

Noble Family Wealth, LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $363 Billion distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $40B, Schwab Strategic Tr Us Dividen with a value of $35.5B, Vanguard Value ETF with a value of $35.2B, Vanguard Ftse Developed Market with a value of $29.5B, and Schwab Strategic Tr Us Small C with a value of $21.2B.

Examining the 13F form we can see an increase of $114M in the current position value, from $363B to 363B.

Noble Family Wealth, LLC is based out at Clearwater, FL

Below you can find more details about Noble Family Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $363 Billion
ETFs: $359 Billion
Technology: $1.3 Billion
Financial Services: $1.27 Billion
Industrials: $1.04 Billion
Consumer Cyclical: $506 Million
Healthcare: $295 Million
Consumer Defensive: $212 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$40 Billion 11.0% of portfolio
206,039
Q1 2025 Added 1.22%
$0
$35.5 Billion 9.78% of portfolio
1,269,979
Q1 2025 Added 5.63%
$0
$35.2 Billion 9.68% of portfolio
203,511
Q1 2025 Added 2.89%
$0
$29.5 Billion 8.12% of portfolio
579,917
Q1 2025 Added 12.11%
$0
$21.2 Billion 5.85% of portfolio
906,377
Q1 2025 Added 4.52%
$0
$17.8 Billion 4.91% of portfolio
671,320
Q1 2025 Reduced 2.84%
$0
$16.7 Billion 4.59% of portfolio
45,000
Q1 2025 Reduced 10.48%
$0
$16.3 Billion 4.49% of portfolio
622,368
Q1 2025 Reduced 7.22%
$0
$15.6 Billion 4.3% of portfolio
82,971
Q1 2025 Reduced 2.1%
$0
$14.4 Billion 3.96% of portfolio
727,153
Q1 2025 Added 8.09%
$0
$13.6 Billion 3.74% of portfolio
61,310
Q1 2025 Added 9.55%
$0
$11.1 Billion 3.06% of portfolio
136,081
Q4 2024 Reduced 0.73%
$0
$10.3 Billion 2.85% of portfolio
39,984
Q1 2025 Reduced 1.8%
$0
$8.95 Billion 2.46% of portfolio
81,502
Q1 2025 Reduced 0.24%
$0
$8.21 Billion 2.26% of portfolio
327,844
Q1 2025 Reduced 7.24%
$0
$6.52 Billion 1.8% of portfolio
35,023
Q1 2025 Added 2.07%
$0
$3.99 Billion 1.1% of portfolio
26,435
Q4 2024 Reduced 0.11%
$0
$3.96 Billion 1.09% of portfolio
67,200
Q1 2025 Added 5.07%
$0
$3.68 Billion 1.01% of portfolio
66,846
Q1 2025 Added 7.92%
$0
$3.64 Billion 1.0% of portfolio
26,502
Q1 2025 Reduced 2.05%
$0
$3.2 Billion 0.88% of portfolio
27,687
Q1 2025 Added 14.6%
$0
$2.68 Billion 0.74% of portfolio
7,431
Q1 2025 Reduced 9.46%
$0
$2.65 Billion 0.73% of portfolio
21,069
Q3 2024 Reduced 8.47%
$0
$2.44 Billion 0.67% of portfolio
29,499
Q1 2025 Reduced 7.24%
$0
$2.32 Billion 0.64% of portfolio
17,914
Q1 2025 Reduced 14.57%
$0
$2.3 Billion 0.63% of portfolio
36,144
Q1 2025 Reduced 0.58%
$0
$1.98 Billion 0.55% of portfolio
78,064
Q1 2025 Added 4.3%
$0
$1.97 Billion 0.54% of portfolio
55,037
Q1 2025 Added 3.02%
$0
$1.94 Billion 0.53% of portfolio
17,469
Q1 2025 Reduced 7.51%
$0
$1.61 Billion 0.44% of portfolio
6,397
Q1 2025 Reduced 6.34%
$0
$1.27 Billion 0.35% of portfolio
45,958
Q1 2025 Reduced 0.17%
$0
$1.13 Billion 0.31% of portfolio
24,944
Q1 2025 Added 0.89%
$0
$1.04 Billion 0.29% of portfolio
13,754
Q4 2024 Added 8.41%
$0
$996 Million 0.27% of portfolio
16,021
Q1 2025 Reduced 17.44%
$0
$953 Million 0.26% of portfolio
5,000
Q1 2023 New
$0
$956 Million 0.26% of portfolio
9,666
Q1 2025 Reduced 0.1%
$0
$903 Million 0.25% of portfolio
40,905
Q1 2025 Reduced 2.02%
$0
$815 Million 0.22% of portfolio
5,074
Q1 2025 Reduced 7.24%
$0
$716 Million 0.2% of portfolio
7,160
Q1 2023 New
$0
$689 Million 0.19% of portfolio
11,357
Q1 2025 Added 3.55%
$0
$633 Million 0.17% of portfolio
4,594
Q1 2025 Reduced 0.86%
$0
$627 Million 0.17% of portfolio
5,309
Q1 2025 Reduced 10.15%
$0
$553 Million 0.15% of portfolio
22,716
Q1 2025 Reduced 4.22%
$0
$526 Million 0.14% of portfolio
21,178
Q1 2025 Reduced 0.14%
$0
$464 Million 0.13% of portfolio
21,546
Q1 2025 Reduced 3.28%
$0
$469 Million 0.13% of portfolio
3,600
Q1 2023 New
$0
$422 Million 0.12% of portfolio
2,114
Q1 2025 Reduced 2.13%
$0
$442 Million 0.12% of portfolio
14,248
Q1 2023 New
$0
$299 Million 0.08% of portfolio
533
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $363 Billion
  • Prior Value $363 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
Track This Portfolio

Track Noble Family Wealth, LLC Portfolio

Follow Noble Family Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Noble Family Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Noble Family Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email